How Leveraging Alternative Assets and Modern Portfolio Theory Can Help Investors Improve Returns

To help manage risks and possibly boost returns, everyday investors should think about including alt investments in their portfolios. Here’s how to apply the principles of Modern Portfolio Theory to pursue broader diversification.

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(Image credit: Getty Images)

The recent and volatile twists and turns of today’s stock market undoubtedly have individuals confused as to where it might be headed next – and perhaps a bit nervous about their long-term investments and retirement nest eggs. Depending on what you read or watch you might hear a variety of advice about what to do with your investments in light of this persistent tumult. As a serial entrepreneur with more than 20 years’ experience in real estate and investing, the one investment strategy I have long employed is diversification. That’s why at Realized, we leverage Modern Portfolio Theory, or MPT, when creating our clients’ investment portfolios.

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David Wieland
Founder and CEO, Realized Holdings

David Wieland,  is CEO and co-founder of Realized Holdings, a company that helps people manage their investment property wealth. He has architected more than $3 billion of institutional real estate and capital markets transactions. David leads Realized Holdings’ vision to help investors maximize their after-tax returns and create custom investment portfolios tailored to each investor's risk tolerance, long-term objectives and income needs.